Survey | Wealthinmotion

Stock Market

I want to invest in the stock market and cryptocurrency.

I have an interest in investments overseas.

I own a 401k and/or IRA.

I need someone to review my investment portfolio (IRA, 401k, Brokerage).

The stock market is making record gains, my funds doing average or below.

Longer term investment and venture capital.

I have some extra cash in the bank that I would like to invest to get a greater return.

I want to be part of an investment group.

I want to work with a group of like minded to fund startup or new business in the community.

Education Planning

I need a plan or to revisit my plan to save for my child(ren) education.

I want to learn how my children can attend college for free.

I am interested in programs to help my children get a start in understanding financial freedom.

I am interested in programs to help my pre-teen or teenager get exposed to college programs sooner.

I am interested in alternative career paths for my children or young adults.

Business Start-up

I have a business idea; I need help getting my business started.

I have a business and I need to know how to start business credit.

I have business and I need assistance with marketing and getting more customers.

I want to learn how to reduce the amount of taxes I pay to the government.

Healthcare and Post-retirement planning

I worry about how I will sustain myself financially after retirement.

I worry about the cost of healthcare after I retire.

Real Estate

I own a home but want to invest in real estate.

I want to know how I can own a home overseas.

I have thought about a career overseas.

I want to invest in real estate but do not want to manage the day to day processes.

I want to invest in real estate and be involved with the day to day processes.

I want to rent out and/or flip properties.

Vacation

I want to spend more time vacationing.

I want to learn how to vacation in luxury but it be cost efficient.

Physical and Mental Wellness

I want to become healthier.

I want to lose weight.

I want to reduce the medications that I take.

I want to increase my knowledge about nutrituion and cooking healthier.

I do not enjoy doing the things I used to.

I would like to see a counselor but do not know who I can trust.

I am concerned about the mental wellness of someone in my family.

Relational Wellness

My partner and/or I have some things that happened during childhood that still need to be addressed.

I find myself depressed or sad about my currect life situations outside of my finances.

I am at a crossroads in my life to make some key decisions.

My partner and/or I need someone to help us with communication.

My child(ren) are having difficulty concentrating in school.

My child(ren) are having emotional or anger issues.

Let's start by completing a profile.

Survey Questions: Please fill out and select all that apply.